Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Global Category			Portfolio Date Sustainability Rating
Sarasin Responsible Balanced Model	Moderate Allocation	High	Average	2026-07-22 00:00:00
Sarasin Responsible Cautious Model	Cautious Allocation	Above Average	Average	2026-07-22 00:00:00
Sarasin Responsible Defensive Model	Cautious Allocation	High	Average	2026-07-22 00:00:00
Sarasin Responsible Equity Model	Global Equity Large Cap	Above Average	Below Average	2026-07-22 00:00:00
Sarasin Responsible Growth Model	Aggressive Allocation	High	Average	2026-07-22 00:00:00
Schroder Active Portfolio 10	Global Equity Large Cap		Average	2026-07-31 00:00:00
Schroder Active Portfolio 2	Cautious Allocation		Above Average	2026-07-31 00:00:00
Schroder Active Portfolio 3	Cautious Allocation		Above Average	2026-07-31 00:00:00
Schroder Active Portfolio 4	Moderate Allocation		Average	2026-07-31 00:00:00
Schroder Active Portfolio 5	Moderate Allocation		Average	2026-07-31 00:00:00
Schroder Active Portfolio 6	Aggressive Allocation		Average	2026-07-31 00:00:00
Schroder Active Portfolio 7	Aggressive Allocation		Average	2026-07-31 00:00:00
Schroder Active Portfolio 8	Aggressive Allocation		Average	2026-07-31 00:00:00
Schroder Active Portfolio 9	Aggressive Allocation		Above Average	2026-07-31 00:00:00
Schroder Blended MPS 3	Cautious Allocation		Average	2026-07-31 00:00:00
Schroder Blended MPS 4	Cautious Allocation	Average	Average	2026-07-31 00:00:00
Schroder Blended MPS 5	Cautious Allocation	Average	Average	2026-07-31 00:00:00
Schroder Blended MPS 6	Cautious Allocation	Average	Average	2026-07-31 00:00:00
Schroder Blended MPS 7	Moderate Allocation	Average	Below Average	2026-07-31 00:00:00
Schroder Blended MPS 8	Moderate Allocation	Average	Below Average	2026-07-31 00:00:00

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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